Cranbrook Wealth Management as of March 31, 2018
Portfolio Holdings for Cranbrook Wealth Management
Cranbrook Wealth Management holds 241 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Intermediate-Term Bond ETF (BIV) | 5.5 | $14M | 170k | 81.77 | |
iShares MSCI EAFE Growth Index (EFG) | 5.2 | $13M | 163k | 80.37 | |
Vanguard Growth ETF (VUG) | 5.0 | $13M | 90k | 141.88 | |
Vanguard Value ETF (VTV) | 4.8 | $12M | 118k | 103.18 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 4.6 | $12M | 215k | 54.73 | |
Vanguard Mid-Cap ETF (VO) | 4.5 | $11M | 74k | 154.21 | |
Vanguard Mid-Cap Value ETF (VOE) | 4.0 | $10M | 92k | 109.39 | |
iShares S&P 500 Index (IVV) | 3.7 | $9.4M | 35k | 265.37 | |
iShares MSCI EAFE Value Index (EFV) | 3.6 | $9.1M | 167k | 54.55 | |
Vanguard Emerging Markets ETF (VWO) | 3.5 | $8.9M | 188k | 46.98 | |
Rfdi etf (RFDI) | 3.5 | $8.8M | 138k | 63.90 | |
Vanguard Short-Term Bond ETF (BSV) | 2.9 | $7.3M | 93k | 78.43 | |
Vanguard Mid-Cap Growth ETF (VOT) | 2.9 | $7.3M | 56k | 129.60 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 2.4 | $6.1M | 92k | 65.88 | |
iShares S&P 500 Growth Index (IVW) | 2.4 | $6.0M | 39k | 155.06 | |
iShares S&P MidCap 400 Value Index (IJJ) | 2.2 | $5.7M | 37k | 154.49 | |
iShares S&P 500 Value Index (IVE) | 2.2 | $5.6M | 52k | 109.35 | |
iShares S&P MidCap 400 Growth (IJK) | 2.2 | $5.6M | 26k | 218.33 | |
Vanguard Large-Cap ETF (VV) | 2.0 | $5.1M | 42k | 121.20 | |
Vanguard Europe Pacific ETF (VEA) | 2.0 | $5.0M | 113k | 44.25 | |
First Tr Exchange Traded Fd senior ln (FTSL) | 1.8 | $4.7M | 97k | 48.12 | |
Vanguard Small-Cap Value ETF (VBR) | 1.8 | $4.5M | 35k | 129.41 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.7 | $4.4M | 27k | 163.95 | |
iShares Barclays TIPS Bond Fund (TIP) | 1.7 | $4.3M | 38k | 113.06 | |
iShares MSCI EAFE Index Fund (EFA) | 1.5 | $3.9M | 56k | 69.67 | |
SPDR Gold Trust (GLD) | 1.5 | $3.8M | 31k | 125.78 | |
Materials SPDR (XLB) | 1.4 | $3.5M | 62k | 56.93 | |
iShares S&P SmallCap 600 Index (IJR) | 1.4 | $3.4M | 45k | 77.01 | |
Energy Select Sector SPDR (XLE) | 1.3 | $3.2M | 48k | 67.40 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.2 | $3.0M | 35k | 85.65 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.1 | $2.8M | 58k | 48.28 | |
Ishares Tr core strm usbd (ISTB) | 1.0 | $2.5M | 50k | 49.34 | |
Vanguard Materials ETF (VAW) | 1.0 | $2.4M | 19k | 128.91 | |
Vanguard Small-Cap ETF (VB) | 0.9 | $2.3M | 16k | 146.93 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.8 | $2.1M | 12k | 173.90 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.7 | $1.9M | 12k | 150.83 | |
iShares Russell 1000 Index (IWB) | 0.7 | $1.7M | 11k | 146.87 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.6 | $1.4M | 26k | 54.36 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.5 | $1.3M | 27k | 48.93 | |
First Tr Exchange-traded Fd cmn (HYLS) | 0.5 | $1.3M | 28k | 47.61 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.5 | $1.2M | 9.9k | 122.92 | |
iShares S&P Global Mat. Sector Inde (MXI) | 0.5 | $1.2M | 18k | 67.62 | |
iShares Dow Jones US Basic Mater. (IYM) | 0.5 | $1.2M | 12k | 96.10 | |
iShares Russell 2000 Index (IWM) | 0.4 | $1.1M | 7.1k | 151.85 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $849k | 8.4k | 101.05 | |
Ishares Tr hdg msci eafe (HEFA) | 0.3 | $835k | 29k | 28.72 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $741k | 6.9k | 107.30 | |
Schwab U S Broad Market ETF (SCHB) | 0.3 | $652k | 10k | 63.76 | |
Stryker Corporation (SYK) | 0.2 | $638k | 4.0k | 160.87 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $589k | 3.1k | 190.43 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $559k | 3.0k | 187.65 | |
iShares Russell Midcap Value Index (IWS) | 0.2 | $521k | 6.0k | 86.49 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.2 | $413k | 7.9k | 52.61 | |
International Business Machines (IBM) | 0.1 | $389k | 2.5k | 153.57 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $376k | 3.8k | 97.81 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $347k | 3.2k | 109.98 | |
Pepsi (PEP) | 0.1 | $335k | 3.1k | 109.08 | |
Cohen & Steers Glbl Relt (RDOG) | 0.1 | $309k | 14k | 22.92 | |
DTE Energy Company (DTE) | 0.1 | $290k | 2.8k | 104.47 | |
Microsoft Corporation (MSFT) | 0.1 | $223k | 2.4k | 91.06 | |
Exxon Mobil Corporation (XOM) | 0.1 | $234k | 3.1k | 74.66 | |
Home Depot (HD) | 0.1 | $239k | 1.3k | 178.36 | |
Johnson & Johnson (JNJ) | 0.1 | $234k | 1.8k | 128.08 | |
Intel Corporation (INTC) | 0.1 | $215k | 4.1k | 52.01 | |
Prudential Financial (PRU) | 0.1 | $203k | 2.0k | 103.57 | |
Pfizer (PFE) | 0.1 | $177k | 5.0k | 35.44 | |
Consolidated Edison (ED) | 0.1 | $178k | 2.3k | 77.76 | |
3M Company (MMM) | 0.1 | $166k | 755.00 | 219.87 | |
Altria (MO) | 0.1 | $168k | 2.7k | 62.31 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $185k | 2.5k | 75.30 | |
Ishares Inc core msci emkt (IEMG) | 0.1 | $186k | 3.2k | 58.34 | |
iShares Gold Trust | 0.1 | $147k | 12k | 12.71 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $143k | 1.2k | 121.70 | |
Vanguard REIT ETF (VNQ) | 0.1 | $150k | 2.0k | 75.45 | |
McDonald's Corporation (MCD) | 0.1 | $127k | 815.00 | 155.83 | |
Baxter International (BAX) | 0.1 | $115k | 1.8k | 65.23 | |
Boeing Company (BA) | 0.1 | $131k | 400.00 | 327.50 | |
Yum! Brands (YUM) | 0.1 | $138k | 1.6k | 85.19 | |
Merck & Co (MRK) | 0.1 | $131k | 2.4k | 54.56 | |
Philip Morris International (PM) | 0.1 | $136k | 1.4k | 99.63 | |
American Electric Power Company (AEP) | 0.1 | $117k | 1.7k | 68.46 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $138k | 1.2k | 119.58 | |
Ford Motor Company (F) | 0.1 | $130k | 12k | 11.11 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.1 | $119k | 1.1k | 111.32 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $118k | 1.4k | 83.51 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $116k | 960.00 | 120.83 | |
Bristol Myers Squibb (BMY) | 0.0 | $105k | 1.7k | 63.48 | |
Oracle Corporation (ORCL) | 0.0 | $110k | 2.4k | 45.83 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $105k | 774.00 | 135.66 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $90k | 1.1k | 82.87 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $96k | 1.6k | 60.42 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $97k | 561.00 | 172.91 | |
Ishares High Dividend Equity F (HDV) | 0.0 | $101k | 1.2k | 84.45 | |
Powershares Kbw Bank Etf | 0.0 | $113k | 2.1k | 54.96 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $98k | 4.5k | 21.94 | |
Berkshire Hathaway (BRK.B) | 0.0 | $86k | 430.00 | 200.00 | |
General Electric Company | 0.0 | $81k | 6.0k | 13.54 | |
Wells Fargo & Company (WFC) | 0.0 | $70k | 1.3k | 52.08 | |
Apple (AAPL) | 0.0 | $67k | 397.00 | 168.77 | |
Illinois Tool Works (ITW) | 0.0 | $67k | 430.00 | 155.81 | |
Amazon (AMZN) | 0.0 | $72k | 50.00 | 1440.00 | |
Cedar Fair | 0.0 | $75k | 1.2k | 64.21 | |
Compass Diversified Holdings (CODI) | 0.0 | $85k | 5.2k | 16.41 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $71k | 443.00 | 160.27 | |
MBT Financial | 0.0 | $83k | 7.7k | 10.78 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $67k | 1.3k | 52.88 | |
Duke Energy (DUK) | 0.0 | $65k | 833.00 | 78.03 | |
Yum China Holdings (YUMC) | 0.0 | $67k | 1.6k | 41.67 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $53k | 3.5k | 15.12 | |
Wal-Mart Stores (WMT) | 0.0 | $45k | 507.00 | 88.76 | |
Walt Disney Company (DIS) | 0.0 | $54k | 534.00 | 101.12 | |
NVIDIA Corporation (NVDA) | 0.0 | $62k | 267.00 | 232.21 | |
Unum (UNM) | 0.0 | $52k | 1.1k | 48.06 | |
Amgen (AMGN) | 0.0 | $42k | 245.00 | 171.43 | |
Halliburton Company (HAL) | 0.0 | $47k | 1.0k | 46.63 | |
Shire | 0.0 | $39k | 261.00 | 149.43 | |
Southern Company (SO) | 0.0 | $46k | 1.0k | 44.62 | |
Applied Materials (AMAT) | 0.0 | $50k | 902.00 | 55.43 | |
Enbridge (ENB) | 0.0 | $39k | 1.2k | 31.71 | |
Textron (TXT) | 0.0 | $47k | 800.00 | 58.75 | |
MGM Resorts International. (MGM) | 0.0 | $39k | 1.1k | 35.45 | |
Gentex Corporation (GNTX) | 0.0 | $46k | 2.0k | 23.00 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $42k | 311.00 | 135.05 | |
iShares Russell 3000 Index (IWV) | 0.0 | $62k | 394.00 | 157.36 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $59k | 743.00 | 79.41 | |
United Sts Brent Oil Fd Lp unit (BNO) | 0.0 | $55k | 2.9k | 19.04 | |
Citigroup (C) | 0.0 | $45k | 672.00 | 66.96 | |
Powershares S&p 500 | 0.0 | $54k | 1.4k | 39.56 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $44k | 42.00 | 1047.62 | |
Andeavor | 0.0 | $40k | 400.00 | 100.00 | |
Hasbro (HAS) | 0.0 | $13k | 150.00 | 86.67 | |
Comcast Corporation (CMCSA) | 0.0 | $33k | 968.00 | 34.09 | |
Time Warner | 0.0 | $34k | 360.00 | 94.44 | |
Bank of America Corporation (BAC) | 0.0 | $17k | 581.00 | 29.26 | |
Coca-Cola Company (KO) | 0.0 | $26k | 599.00 | 43.41 | |
Abbott Laboratories (ABT) | 0.0 | $35k | 580.00 | 60.34 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $33k | 125.00 | 264.00 | |
At&t (T) | 0.0 | $14k | 389.00 | 35.99 | |
Genuine Parts Company (GPC) | 0.0 | $18k | 205.00 | 87.80 | |
Sonoco Products Company (SON) | 0.0 | $22k | 449.00 | 49.00 | |
Verizon Communications (VZ) | 0.0 | $29k | 600.00 | 48.33 | |
Newell Rubbermaid (NWL) | 0.0 | $16k | 643.00 | 24.88 | |
Kroger (KR) | 0.0 | $23k | 960.00 | 23.96 | |
ConocoPhillips (COP) | 0.0 | $15k | 259.00 | 57.92 | |
GlaxoSmithKline | 0.0 | $25k | 636.00 | 39.31 | |
Procter & Gamble Company (PG) | 0.0 | $22k | 275.00 | 80.00 | |
Symantec Corporation | 0.0 | $17k | 672.00 | 25.30 | |
Accenture (ACN) | 0.0 | $19k | 121.00 | 157.02 | |
Hershey Company (HSY) | 0.0 | $34k | 339.00 | 100.29 | |
Varian Medical Systems | 0.0 | $20k | 160.00 | 125.00 | |
Enterprise Products Partners (EPD) | 0.0 | $13k | 532.00 | 24.44 | |
BP Prudhoe Bay Royalty Trust (BPT) | 0.0 | $16k | 686.00 | 23.32 | |
iShares MSCI Canada Index (EWC) | 0.0 | $21k | 760.00 | 27.63 | |
SPDR DJ Wilshire REIT (RWR) | 0.0 | $27k | 311.00 | 86.82 | |
SPDR Barclays Capital High Yield B | 0.0 | $36k | 1.0k | 35.86 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $21k | 328.00 | 64.02 | |
SPDR S&P International Small Cap (GWX) | 0.0 | $29k | 831.00 | 34.90 | |
Kinder Morgan (KMI) | 0.0 | $15k | 992.00 | 15.12 | |
Energous | 0.0 | $17k | 1.0k | 16.38 | |
Alibaba Group Holding (BABA) | 0.0 | $37k | 200.00 | 185.00 | |
Walgreen Boots Alliance (WBA) | 0.0 | $26k | 397.00 | 65.49 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $31k | 30.00 | 1033.33 | |
Hp (HPQ) | 0.0 | $22k | 1.0k | 21.89 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $18k | 1.0k | 17.91 | |
Frontline | 0.0 | $21k | 4.7k | 4.47 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $13k | 42.00 | 309.52 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $31k | 883.00 | 35.11 | |
Adient (ADNT) | 0.0 | $13k | 210.00 | 61.90 | |
Energy Transfer Partners | 0.0 | $33k | 2.0k | 16.39 | |
BP (BP) | 0.0 | $3.0k | 82.00 | 36.59 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $2.0k | 150.00 | 13.33 | |
PNC Financial Services (PNC) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Discover Financial Services (DFS) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Costco Wholesale Corporation (COST) | 0.0 | $9.0k | 50.00 | 180.00 | |
Monsanto Company | 0.0 | $3.0k | 28.00 | 107.14 | |
Eli Lilly & Co. (LLY) | 0.0 | $11k | 139.00 | 79.14 | |
Avon Products | 0.0 | $1.0k | 266.00 | 3.76 | |
Cisco Systems (CSCO) | 0.0 | $4.0k | 100.00 | 40.00 | |
Teradata Corporation (TDC) | 0.0 | $0 | 1.00 | 0.00 | |
Travelers Companies (TRV) | 0.0 | $8.0k | 55.00 | 145.45 | |
Morgan Stanley (MS) | 0.0 | $1.0k | 18.00 | 55.56 | |
International Paper Company (IP) | 0.0 | $11k | 200.00 | 55.00 | |
NCR Corporation (VYX) | 0.0 | $0 | 1.00 | 0.00 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $3.0k | 38.00 | 78.95 | |
Qualcomm (QCOM) | 0.0 | $4.0k | 74.00 | 54.05 | |
Starbucks Corporation (SBUX) | 0.0 | $12k | 200.00 | 60.00 | |
Kellogg Company (K) | 0.0 | $10k | 152.00 | 65.79 | |
Discovery Communications | 0.0 | $0 | 6.00 | 0.00 | |
Discovery Communications | 0.0 | $0 | 2.00 | 0.00 | |
Sears Holdings Corporation | 0.0 | $0 | 7.00 | 0.00 | |
Ampco-Pittsburgh (AP) | 0.0 | $4.0k | 473.00 | 8.46 | |
Cooper Tire & Rubber Company | 0.0 | $2.0k | 84.00 | 23.81 | |
Oge Energy Corp (OGE) | 0.0 | $2.0k | 67.00 | 29.85 | |
Icahn Enterprises (IEP) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Trimas Corporation (TRS) | 0.0 | $3.0k | 118.00 | 25.42 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $11k | 47.00 | 234.04 | |
iShares Silver Trust (SLV) | 0.0 | $7.0k | 478.00 | 14.64 | |
Famous Dave's of America | 0.0 | $999.750000 | 155.00 | 6.45 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $1.0k | 40.00 | 25.00 | |
UQM Technologies | 0.0 | $2.0k | 1.3k | 1.52 | |
Motorola Solutions (MSI) | 0.0 | $9.0k | 89.00 | 101.12 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $11k | 346.00 | 31.79 | |
PowerShares DB Precious Metals | 0.0 | $999.950000 | 35.00 | 28.57 | |
Vanguard Energy ETF (VDE) | 0.0 | $8.0k | 81.00 | 98.77 | |
Rockwell Medical Technologies | 0.0 | $12k | 2.3k | 5.31 | |
American Intl Group | 0.0 | $0 | 2.00 | 0.00 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $1.0k | 37.00 | 27.03 | |
Plug Power (PLUG) | 0.0 | $0 | 42.00 | 0.00 | |
Golar Lng Partners Lp unit | 0.0 | $0 | 6.00 | 0.00 | |
Ralph Lauren Corp (RL) | 0.0 | $6.0k | 50.00 | 120.00 | |
Pretium Res Inc Com Isin# Ca74 | 0.0 | $9.0k | 1.4k | 6.54 | |
Express Scripts Holding | 0.0 | $2.0k | 36.00 | 55.56 | |
Phillips 66 (PSX) | 0.0 | $12k | 129.00 | 93.02 | |
Ishares Trust Barclays (GNMA) | 0.0 | $12k | 242.00 | 49.59 | |
Mondelez Int (MDLZ) | 0.0 | $3.0k | 78.00 | 38.46 | |
Cohen & Steers Mlp Fund | 0.0 | $0 | 1.00 | 0.00 | |
Liberty Global Inc C | 0.0 | $0 | 6.00 | 0.00 | |
Liberty Global Inc Com Ser A | 0.0 | $0 | 2.00 | 0.00 | |
Lands' End (LE) | 0.0 | $0 | 2.00 | 0.00 | |
Veritiv Corp - When Issued | 0.0 | $0 | 3.00 | 0.00 | |
Keysight Technologies (KEYS) | 0.0 | $999.970000 | 19.00 | 52.63 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $0 | 1.00 | 0.00 | |
Kraft Heinz (KHC) | 0.0 | $2.0k | 26.00 | 76.92 | |
Horizon Global Corporation | 0.0 | $0 | 47.00 | 0.00 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $1.0k | 25.00 | 40.00 | |
Fuelcell Energy | 0.0 | $0 | 8.00 | 0.00 | |
Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $8.0k | 120.00 | 66.67 | |
Dentsply Sirona (XRAY) | 0.0 | $11k | 222.00 | 49.55 | |
Liberty Media Corp Series C Li | 0.0 | $0 | 1.00 | 0.00 | |
Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $0 | 2.00 | 0.00 | |
Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $0 | 4.00 | 0.00 | |
Alcoa (AA) | 0.0 | $999.970000 | 19.00 | 52.63 | |
Arconic | 0.0 | $1.0k | 59.00 | 16.95 | |
Ishares Msci Japan (EWJ) | 0.0 | $2.0k | 35.00 | 57.14 | |
Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.0 | $0 | 1.00 | 0.00 | |
Varex Imaging (VREX) | 0.0 | $2.0k | 64.00 | 31.25 | |
Dxc Technology (DXC) | 0.0 | $9.0k | 85.00 | 105.88 | |
Veon | 0.0 | $0 | 122.00 | 0.00 | |
Dowdupont | 0.0 | $999.990000 | 9.00 | 111.11 | |
Micro Focus Intl | 0.0 | $2.0k | 137.00 | 14.60 | |
Tapestry (TPR) | 0.0 | $0 | 2.00 | 0.00 |